Elwood & Goetz Wealth Advisory Group’s Bank of America BAC Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+3,773	New	+$201K	0.03%	141

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's BAC Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Bank of America (BAC) in Q2 2026: 3,773 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings.

3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 3,773 shares of Bank of America worth $215K as of Q2 2026.
Bank of America was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
Bank of America made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #141 holding.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.